Retirement Plans in General

5,753 topics in this forum

1. Self-Directed Brokerage an option for Rollover Funds only?

   By mwyatt, December 8, 2004
   • 4 replies
   • 1.3k views
   • 
   • mbozek
   • December 9, 2004

2. How to Correct a failed conversin from a Qualified Plan in 2008 and beyond?

   By jevd, February 16, 2007
   • 1 reply
   • 1.3k views
   • 
   • Appleby
   • February 17, 2007

3. Form 8955-SSA

   By Belgarath, June 22, 2011
   • 1 reply
   • 1.3k views
   • 
   • mbozek
   • June 24, 2011

4. Estimated TPA fee approved by client in engagement letter but time logged ends up being less

   By Tom, November 29, 2022
   • 9 replies
   • 1.3k views
   • 
   • chc93
   • December 2, 2022

5. Death of trustee - brokerage house wants to segregate assets

   By ombskid, February 24, 2015
   • 8 replies
   • 1.3k views
   • 
   • ombskid
   • February 25, 2015

6. Earned Income and 30% Limit under 1.401-10(c)(3)(i)

   By Guest EMM118, August 5, 2005
   • 1 reply
   • 1.3k views
   • 
   • Belgarath
   • August 5, 2005

7. self-directed accounts

   By eilano, July 11, 2002
   • 1 reply
   • 1.3k views
   • 
   • rcline46
   • July 11, 2002

8. Prohibited Transaction Exemption

   By Guest jim williams, May 22, 2008
   • 0 replies
   • 1.3k views
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   • Guest
   • May 22, 2008

9. Hours of Service for Eligibility

   By mming, February 17, 2006
   • 0 replies
   • 1.3k views
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   • mming
   • February 17, 2006

10. 401(k) Profit Share Plan Eligibility

    By Guest joe s, October 30, 2002
    • 2 replies
    • 1.3k views
    • 
    • wmyer
    • October 30, 2002

11. Exception to spousal attribution

    By Sublime, November 11, 2024
    • 0 replies
    • 1.3k views
    • 
    • Sublime
    • November 11, 2024

12. Contribution Amount for a Single Member LLC

    By Archimage, December 2, 2003
    • 2 replies
    • 1.3k views
    • 
    • jevd
    • December 2, 2003

13. Multiple employer plan

    By AKconsult, May 17, 2011
    • 3 replies
    • 1.3k views
    • 
    • PensionPro
    • May 18, 2011

14. New Form 5307

    By wmyer, October 26, 2001
    • 0 replies
    • 1.3k views
    • 
    • wmyer
    • October 26, 2001

15. IS a QDRO reversable?

    By Guest wiley111, September 3, 2004
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • September 3, 2004

16. Hours of Service

    By nancy, October 30, 2006
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • October 30, 2006

17. Limits on a self-employed individuals integrated allocation

    By Guest Enda80, August 16, 2008
    • 4 replies
    • 1.3k views
    • 
    • Tom Poje
    • August 27, 2008

18. Elimination of optional form of benefit

    By mariemonroe, April 6, 2007
    • 2 replies
    • 1.3k views
    • 
    • Effen
    • April 27, 2007

19. When did the law change on Money Purchase Plans, allowing plans to reallocate forfeitures (instead of using them to offset the employer contribution)?

    By bzorc, December 19, 2003
    • 3 replies
    • 1.3k views
    • 
    • Mike Preston
    • December 22, 2003

20. Mistake in Fact

    By Guest Hartnett123, April 30, 2004
    • 2 replies
    • 1.3k views
    • 
    • Appleby
    • May 1, 2004

21. vesting in a PS only plan

    By Santo Gold, August 20, 2008
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • August 20, 2008

22. Setting up a SIMPLE IRA plan after a 401(k) plan is terminated.

    By katieinny, August 16, 2002
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • August 16, 2002

23. Affiliated Service Group question.

    By Guest JPotosky, April 27, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 27, 2001

24. next year's limits

    By Tom Poje, August 15, 2008
    • 4 replies
    • 1.3k views
    • 
    • XTitan
    • August 20, 2008

25. After-tax rollover into a qualified plan. Problem?

    By Santo Gold, July 25, 2005
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • July 27, 2005

26. Retirement Health Plans - SPDs

    By PhilB, March 26, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • March 27, 2002

27. PEP's

    By Belgarath, December 8, 2022
    • 6 replies
    • 1.3k views
    • 
    • Belgarath
    • December 9, 2022

28. Contribution exceeds 404 limit

    By Guest malcpa, February 28, 2014
    • 3 replies
    • 1.3k views
    • 
    • Bill Presson
    • March 3, 2014

29. Early due date(s) of "good faith" EGTRRA amendments?

    By John A, September 7, 2001
    • 0 replies
    • 1.3k views
    • 
    • John A
    • September 7, 2001

30. Friday the 13th style question

    By Tom Poje, June 13, 2008
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • June 17, 2008

31. Does the IRS ever challenge a shareholder-employee’s compensation as too high?

    By Peter Gulia, March 11, 2022   

    • s corporation; compensation
    • 6 replies
    • 1.3k views
    • 
    • Peter Gulia
    • March 12, 2022

32. Union Contract with wage concession

    By Guest Jennyb473, February 12, 2010
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • February 12, 2010

33. Prior deficient Money Purchase Plan

    By dmb, June 25, 2001
    • 0 replies
    • 1.3k views
    • 
    • dmb
    • June 25, 2001

34. Rehires

    By Guest carsca, September 5, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 5, 2003

35. Group Trust Determination Letter

    By Guest ERISAQUEEN, June 30, 2012
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 30, 2012

36. ERISA Bond Required?

    By Guest RBeck, February 5, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • February 6, 2003

37. Conversion of MPPP to a Profit Sharing with 401k feature

    By Guest mparker2028, April 6, 2005
    • 1 reply
    • 1.3k views
    • 
    • wmyer
    • April 6, 2005

38. Benefits Provided By Builders

    By david rigby, October 29, 1999
    • 0 replies
    • 1.3k views
    • 
    • david rigby
    • October 29, 1999

39. Rollover to a 401(k) Plan

    By Guest P.J. 401(k) Guy, February 14, 2003
    • 3 replies
    • 1.3k views
    • 
    • BFree
    • February 16, 2003

40. Leased Employer

    By dmb, November 7, 2001
    • 0 replies
    • 1.3k views
    • 
    • dmb
    • November 7, 2001

41. Top heavy, sole prop and SSI

    By Guest Bob Monte, September 7, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 7, 2001

42. new plan and vesting

    By John Feldt ERPA CPC QPA, September 1, 2011
    • 3 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • September 2, 2011

43. Cash-outs under $5,000 after annuity starting date.

    By smm, September 21, 2000
    • 0 replies
    • 1.3k views
    • 
    • smm
    • September 21, 2000

44. QJSA Explanation to Participants

    By Fielding Mellish, July 28, 2014
    • 5 replies
    • 1.3k views
    • 
    • Fielding Mellish
    • July 29, 2014

45. HCEs in First Year of Employer

    By dmb, June 10, 2010
    • 5 replies
    • 1.3k views
    • 
    • dmb
    • June 14, 2010

46. Retirement account in deceased’s name?

    By jane123, March 9, 2005
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • March 16, 2005

47. New Controlled Group Determination

    By Guest PCS Inc, January 4, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • January 4, 2007

48. May the cost to file for the plan's INITIAL IRS determination letter b

    By Guest Donna Lee, May 27, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 27, 2001

49. QJSA Spousal Consent and Haiti

    By Ananda, September 16, 2021
    • 10 replies
    • 1.3k views
    • 
    • Mike Preston
    • September 17, 2021

50. Compensation used for Deduction

    By Guest lforesz, January 11, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • January 12, 2002